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Viewpoints by Joshua M. Jones, CFA, Portfolio Manager at Boston Partners

Josh is a global and international equity portfolio manager with Boston Partners. Previously, he was a research analyst with the company, specializing in the energy sector of the equity market as well as metal and mining stocks. Before joining the firm in 2006, Josh was a a vice president and equity portfolio manager at The Boston Company and a consulting associate specializing in hedge fund clients at Cambridge Associates. Josh earned a B.A. from Bowdoin College and holds the Chartered Financial Analyst designation.

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Four reasons to consider small- and mid-cap international stocks

The small- and mid-cap segments of today’s international equity markets offer strong potential for investors seeking superior risk-adjusted returns as well as enhanced portfolio diversification.

Christopher K. Hart, CFA, Portfolio Manager and Joshua M. Jones, CFA, Portfolio Manager at Boston Partners

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September 8, 2017

Christopher K. Hart, CFA, Portfolio Manager and Joshua M. Jones, CFA, Portfolio Manager at Boston Partners

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John Hancock Advisers, LLC is the investment advisor for the closed-end funds.

Mutual funds

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If your state or your designated beneficiary’s state offers a 529 plan, you may want to consider what, if any, potential state income-tax or other state benefits it offers, such as financial aid, scholarship funds, and protection from creditors, before investing. State tax or other benefits should be one of many factors to be considered prior to making an investment decision. Please consult with your financial, tax, or other advisor about how these state benefits, if any, may apply to your specific circumstances. You may also contact your state 529 plan or any other 529 education savings plan to learn more about their features. Please contact your financial advisor or call 866-222-7498 to obtain a Plan Disclosure Document or prospectus for any of the underlying funds. The Plan Disclosure Document contains complete details on investment objectives, risks, fees, charges, and expenses, as well as more information about municipal fund securities and the underlying investment companies that should be considered before investing. Please read the Plan Disclosure Document carefully prior to investing.

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